Welcome to the page that powers productivity. Every Inside Sales rep starts their day here — where priorities, tasks, reminders, and bonus alerts are tailored in real time based on your leads, territory, and individual momentum.
Navigate to success with precision guidance
Clear priorities
Context & impact
Smart progression
Auto-populated at 8:00 AM
Yesterday's opportunities
Real-time milestones
Color-coded urgency
"Success isn't found in the big wins — it's built through daily focus."
There's no guesswork. Just progress.
Automatically populated at 8:00 AM based on your lead pipeline, unclosed deals, follow-up aging, active campaign assignments, and bonus milestone status.
Your Top 3 tasks are automatically prioritized based on:
Smart Integration
Each task is linked to the lead's full record and priority status
🔴 Urgent - Overdue
Call back Jennifer L. – Mosquito bundle inquiry from ZIP 93309
🟡 Due Today
Quote follow-up with Jerome W. – 2nd day delay
🟢 Strategic
Check HHI lead conversion dashboard for hot ZIPs in your region
Tasks Completed
0 / 3
Start your day by tackling the highest priority task first
ZIP 93309 has shown 35% higher conversion rates this week. Prioritize leads from this area.
You're 2 closes away from your weekly bonus milestone. Focus on warm leads.
Best calling window: 10:00 AM - 12:00 PM and 2:00 PM - 4:00 PM for your territory.
Your lowest-hanging fruit. The system automatically surfaces deals that need immediate attention and flags them for daily follow-up.
Client didn't confirm scheduled service
Quote sent but not viewed by client
Appointment canceled or rescheduled
Marked pending but no follow-up made
❌ No Confirmation - 24 hours
ZIP 93291 • $420 value • High priority area
👁️ Quote Sent - Not Viewed
ZIP 93308 • $195 value • Bundle opportunity
📅 Appointment Canceled
ZIP 93312 • $160 value • Recurring potential
⏸️ Pending Decision - 36 hours
ZIP 93305 • $280 value • Premium service
Recovery Rate
Your 30-day average
Recovery Value
Today's potential
Avg Response Time
Best practice: <2 hrs
Deals Today
Ready for recovery
Start with the highest-value opportunity first for maximum impact
Clear, visual progress tracking updated live as you log calls, leads, quotes, and closes. Your target is based on your monthly quota, adjusted for previous week's performance.
You're at 1/4 quotes and 1/2 sales so far. Keep going!
1 of 4
3 more to go
1 of 2
1 more to go
Daily target: 4 quotes
1
of 4
Daily target: 2 sales
1
of 2
Target adjusted based on your performance last week (+15% boost)
Your closing rate is strong. Focus on higher-value opportunities today.
Hit today's goal to maintain your 3-day streak and earn the daily bonus!
1 more sale to hit your daily goal and maintain your streak
Your progress updates automatically as you log calls, leads, quotes, and closes throughout the day. No manual tracking required!